BALT
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +21.7% · neue Nettopositionen -5.3% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.76M | +8.5% | $94.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 2.39M | +192.6% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.94M | -0.2% | $66.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.77M | +11.2% | $60.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.24M | +30.9% | $42.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 189.25K | -28.8% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 183.63K | +15.3% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 157.66K | +5.3% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 100.46K | +94.0% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 42.96K | +19.4% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 36.67K | +76.3% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 14 | Quantinno Capital Management LP | 12.17K | Neu | $417,100 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 4.70K | +23.7% | $161,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 3.75K | -30.4% | $128,547 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.50K | Neu | $51,405 | 0.0% | New | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 532 | -15.7% | $18,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 194 | Neu | $7,000 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Quantinno Capital Management… | $417,100 | 0.0% |
| UBS Group AG | $51,405 | 0.0% |
| Royal Bank Of Canada | $7,000 | 0.0% |
Ausgestiegen
| Susquehanna International… | $3.20M | war 0.0% |
| HighTower Advisors, LLC | $1.57M | war 0.0% |
| Goldman Sachs Group | $1.24M | war 0.0% |
| Northwestern Mutual Wealth… | $13,888 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 275 Inhaber, 44.60M Anteile, $1.47B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.